Skip to main content

Our financial advice team


Chris Taylor, Financial Advisor serving the Austin, TX area - Ameriprise Advisors

Chris Taylor

CFP®, APMA, MPAS, MS

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Hearthstone Wealth Management
12
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Cash Flow Management Strategies
  • Family Finances
  • Investment Management
  • Retirement Income Strategies
  • Charitable Giving
  • Investments
  • Estate Planning Strategies
  • Retirement Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • APMA™ Accredited Portfolio Management Advisor™
  • MPAS™ Master Planner Advanced Studies™

Education

  • Bachelors Degree in Finance/Accounting at University of the Fraser Valley